| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 220,262 | 23,612,000 | 10.83% | ||
| 2 | VANGUARD SCOTTSDALE FDS | 281,421 | 22,750,000 | 10.43% | ||
| 3 | VANGUARD BD INDEX FDS | 233,467 | 18,925,000 | 8.68% | ||
| 4 | VANGUARD INDEX FDS | 174,910 | 18,420,000 | 8.45% | ||
| 5 | VANGUARD INDEX FDS | 193,480 | 16,444,000 | 7.54% | ||
| 6 | ISHARES TR | 210,306 | 15,624,000 | 7.17% | ||
| 7 | VANGUARD BD INDEX FDS | 163,506 | 13,784,000 | 6.32% | ||
| 8 | VANGUARD INTL EQUITY INDEX F | 283,328 | 9,982,000 | 4.58% | ||
| 9 | VANGUARD WHITEHALL FDS | 133,518 | 9,541,000 | 4.38% | ||
| 10 | VANGUARD TAX-MANAGED FDS | 261,830 | 9,258,000 | 4.25% | ||
| 11 | VANGUARD WORLD FDS | 74,048 | 7,585,000 | 3.48% | ||
| 12 | VANGUARD INDEX FDS | 71,451 | 6,365,000 | 2.92% | ||
| 13 | ISHARES TR | 158,550 | 5,448,000 | 2.50% | ||
| 14 | ISHARES TR | 97,468 | 5,441,000 | 2.50% | ||
| 15 | VANGUARD INDEX FDS | 43,521 | 5,381,000 | 2.47% | ||
| 16 | ISHARES TR | 36,262 | 4,869,000 | 2.23% | ||
| 17 | ISHARES TR | 36,125 | 4,220,000 | 1.94% | ||
| 18 | WEC ENERGY GROUP INC | 53,895 | 3,519,000 | 1.61% | ||
| 19 | ISHARES RUSSELL 2000 VALUE ETF | 33,465 | 3,256,000 | 1.49% | ||
| 20 | POWERSHARES QQQ TRUST | 25,299 | 2,721,000 | 1.25% | ||
| 21 | ISHARES TR | 20,153 | 2,581,000 | 1.18% | ||
| 22 | PROCTER AND GAMBLE CO | 20,265 | 1,716,000 | 0.79% | ||
| 23 | VANGUARD INDEX FDS | 12,481 | 1,444,000 | 0.66% | ||
| 24 | BANK MUTUAL CORP NEW | 141,418 | 1,086,000 | 0.50% | ||
| 25 | JPMORGAN CHASE & CO | 16,055 | 998,000 | 0.46% | ||
| 26 | ALLIANT ENERGY CORP | 12,040 | 478,000 | 0.22% | ||
| 27 | FIDELITY NATL INFORMATION SV | 5,487 | 404,000 | 0.19% | ||
| 28 | SPDR S&P 500 ETF TR | 1,875 | 393,000 | 0.18% | ||
| 29 | LOCKHEED MARTIN CORP | 1,506 | 374,000 | 0.17% | ||
| 30 | KIMBERLY CLARK CORP | 1,961 | 270,000 | 0.12% | ||
| 31 | ISHARES TR | 2,119 | 247,000 | 0.11% | ||
| 32 | ISHARES TR | 2,096 | 245,000 | 0.11% | ||
| 33 | MCDONALDS CORP | 1,891 | 228,000 | 0.10% | ||
| 34 | VANGUARD INTL EQUITY INDEX F | 4,927 | 211,000 | 0.10% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 1,448 | 210,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001841433-21-000013, filed 2021.05.24).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
